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  Name: Buttonwood Financial Group LLC
  City: Kansas City
  State: MO
  Zip: 64108
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $169,073,000
  Total Value Change : $31,657,000
  Securities Held Change : 2
   
All Securities Held : 29
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 17
  Unchanged Positions : 0
  Decreased Positions : 7

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 5 New $44.51 $13,329,000 300,199 7.88% 13,329,000 300,199 3.336    N/A
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 7 New $49.53 $8,871,000 177,061 5.25% 8,871,000 177,061 0.006    Closed - End Fund - E...
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 15 New $0.00 $2,399,000 45,737 1.42% 2,399,000 45,737 0.051    N/A
   (LAG)1 Year Chart         LAG Lagardere S.C.A 18 New $24.93 $1,711,000 67,664 1.01% 1,711,000 67,664 0.005    Closed - End Fund - E...
   (DMXF)1 Year Chart         DMXF Ishares Esg Advanced Msci E... 29 New $0.00 $233,000 3,415 0.14% 233,000 3,415 0.038    N/A

      5 Records Found
  1    
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